At a Glance
- Tasks: Advise high net worth clients on wills, trusts, and estates while developing strong client relationships.
- Company: Well-regarded law firm with a growing reputation in private client services.
- Benefits: Collaborate with experienced partners and gain exposure to international assets.
- Other info: Opportunities for professional growth and networking within the legal community.
- Why this job: Join a dynamic team and make a real impact on clients' lives.
- Qualifications: 2-7 years’ PQE in Private Client and strong drafting skills.
The predicted salary is between 45000 - 60000 £ per year.
Well-regarded law firm has an exciting opportunity for a Private Client (Wills Tax Trusts & Estates) lawyer of 2 to 7 years’ PQE to join their team in Cheltenham at Associate or Senior Associate level. The team is recognised for advising high net worth individuals (including business and agricultural clients), on a broad and stimulating range of matters. The team includes a significant number of STEP-qualified solicitors and members of Solicitors for the Elderly (SFE) and is gaining a growing reputation in advising private family charitable trusts. They also have substantial experience in supporting clients with international assets. This role offers the chance to work closely with highly experienced and well-regarded private client Partners, as well as collaborate with the wider private client team in other offices.
Specific responsibilities of the role include:
- advising on a wide range of private client matters including wills, probate, trusts, LPA’s, estates, and tax planning;
- maintaining and developing strong technical knowledge, while sharing insight and expertise collaboratively across the team;
- contributing to business development initiatives, including networking, marketing and cross-selling opportunities;
- supporting the growth of client relationships and delivering an excellent client experience.
To be considered for this role, you will ideally have:
- 2-7 years’ PQE within Private Client;
- STEP qualification or working towards this;
- strong technical expertise with excellent drafting skills;
- a collaborative approach and the ability to build and maintain strong client relationships.
Private Client (Wills Tax Trusts & Estates) lawyer 2 – 7 years’ PQE CHELTENHAM employer: Farrar Levin Legal Recruitment
Join a well-regarded law firm in Cheltenham that not only values your expertise as a Private Client lawyer but also fosters a collaborative and supportive work culture. With opportunities for professional growth, including mentorship from experienced partners and involvement in business development initiatives, you will be part of a team that is dedicated to delivering exceptional service to high net worth clients. The firm's commitment to employee development and its reputation for excellence in private client matters make it an outstanding employer for those seeking a meaningful and rewarding career.
Contact Details:
Farrar Levin Legal Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client (Wills Tax Trusts & Estates) lawyer 2 – 7 years’ PQE CHELTENHAM
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local legal associations, and connect with other professionals in the private client space. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
Don’t just wait for interviews to showcase your skills. Write articles or blog posts about Wills, Trusts, and Estates, and share them on LinkedIn. This not only demonstrates your knowledge but also helps you stand out as a thought leader in the field.
✨Leverage Social Media
Use platforms like LinkedIn to connect with recruiters and firms directly. Follow companies you’re interested in and engage with their content. It’s a great way to get noticed and show your enthusiasm for the role.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Private Client (Wills Tax Trusts & Estates) lawyer 2 – 7 years’ PQE CHELTENHAM
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client role. Highlight your experience with wills, trusts, and estates, and don’t forget to mention any STEP qualifications or relevant training you've completed.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client work and how your skills align with the firm’s needs. Be sure to mention any specific experiences that relate to high net worth individuals.
Showcase Your Technical Skills:Since this role requires strong technical expertise, make sure to showcase your drafting skills and any relevant legal knowledge in your application. Use examples from your previous roles to demonstrate your capabilities.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Farrar Levin Legal Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, trusts, and estates. Familiarise yourself with the latest regulations and trends in private client law. Being able to discuss recent cases or changes in legislation will show that you're not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your expertise in advising high net worth individuals. Think about how you've handled complex cases or built strong client relationships. This will help demonstrate your value to the firm.
✨Collaborative Mindset
Since this role involves working closely with a team, be ready to discuss how you’ve successfully collaborated in the past. Share instances where you’ve contributed to team success or supported colleagues, especially in business development initiatives.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private client matters and their plans for growth. This shows your interest in the firm and helps you assess if it’s the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
